Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionImpact Partnership Wealth, LLC
Latest Disclosed Ownership9,354 shares
Latest Disclosed Value $ 2,895,118
Impact Partnership Wealth, LLC reports 15.68% increase in ownership of 1YD / Broadcom Inc.

On April 23, 2026 - Impact Partnership Wealth, LLC filed a 13F-HR form disclosing ownership of 9,354 shares of Broadcom Inc. (DE:1YD) valued at $2,468,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,086 shares of Broadcom Inc.. This represents a change in shares of 15.68% during the quarter. The current value of the position is $3,163,055 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F BROADCOM COM 11135F101 9,354 1,268 15.68 2,895 3.47 0.3574
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 8,086 735 10.00 2,799 15.38 0.3589
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 7,351 1,093 17.47 2,425 40.66 0.3606
2025-08-04 2025-06-30 13F BROADCOM COM 11135F101 6,258 -785 -11.15 1,725 46.23 0.3181
2025-05-05 2025-03-31 13F BROADCOM COM 11135F101 7,043 565 8.72 1,179 -21.45 0.2518
2025-01-21 2024-12-31 13F BROADCOM COM 11135F101 6,478 1,426 28.23 1,502 72.33 0.3031
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 5,052 4,733 1,483.70 871 70.12 0.1966
2024-08-02 2024-06-30 13F BROADCOM COM 11135F101 319 221 225.51 512 296.90 0.1346
2024-05-13 2024-03-31 13F BROADCOM COM 11135F101 98 -7 -6.67 130 10.26 0.0515
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 105 -36 -25.53 117 0.00 0.0428
2023-10-17 2023-09-30 13F BROADCOM COM 11135F101 141 85 151.79 117 143.75 0.0364
2023-07-17 2023-06-30 13F BROADCOM COM 11135F101 56 56 49 0.0169
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.